IMTM vs GARP vs IHQL vs CNEW

  • IMTM
  • GARP
  • IHQL
  • CNEW

IMTM, GARP, IHQL and CNEW hold 779 companies between them. None is in every one of them, and GARP and IHQL are the most alike: 50% of each is the same companies.

Side by side

IMTMGARPIHQLCNEW
FundiSharesGlobal XiSharesVanEck
Asset classInternational sharesInternational sharesInternational sharesInternational shares
Fee a year0.25%0.30%0.28%0.95%
Fund size$16.0m$131.6m$2.0m$81.0m
Holdings369220338121
1Y price return--−2.6%--−6.9%
Distribution yieldNot yet5.90%Not yet0.77%
Look-through coverage98.9%100.0%99.2%99.9%

Return, last year

change since the start
share of each fund
  • IMTM
  • GARP
  • IHQL
  • CNEW
  • MSFT MICROSOFT CORPIn 2 of 4IMTMnot heldGARP6.2%IHQL5.7%CNEWnot held
  • META META PLATFORMS INCIn 2 of 4IMTMnot heldGARP6.1%IHQL5.8%CNEWnot held
  • NVDA NVIDIA CORPIn 2 of 4IMTMnot heldGARP5.5%IHQL4.8%CNEWnot held
  • MU MICRON TECHNOLOGY INCIn 1 of 4IMTM5.5%GARPnot heldIHQLnot heldCNEWnot held
  • AAPL APPLE INCIn 1 of 4IMTMnot heldGARPnot heldIHQL5.2%CNEWnot held

and 769 more companies the funds hold

How alike they are

Show the other 2

Keep going

See IMTM + GARP + IHQL + CNEW as one portfolioEvery company, where you'd own it twiceWhat moved IMTM this monthIts biggest gains and falls, by company